Survey of Service Industries: Commercial and Industrial Machinery and Equipment Rental and Leasing, 2012 - Characteristics Questionnaire

If necessary, please make address label corrections in the boxes below.

• 1: Legal name
• 2: Business name
• 3: Title of contact
• 4: First name of contact
• 5: Last name of contact
• 6: Address (number and street)
• 7: City
• 8: Province/territory or state
• 9: Country
• 10: Postal code/ zip code

What is your language of preference?

• 1: English
• 2: French

B - Main business activity - Question identifier:1.

Please describe the nature of your business.

To ensure that you have received the appropriate questionnaire, you are asked to describe the nature of your business. The description should briefly state the main activities of your business unit.

B - Main business activity - Question identifier:2.

Please check the one main activity which most accurately represents your main source of revenue.

Below is a description of each main activity.
Construction, transportation, mining and forestry machinery and equipment rental and leasing (without operators)
This industry comprises business units primarily engaged in renting or leasing heavy machinery without operators.
Exclude:
- renting or leasing heavy equipment for forestry, with operator;
- renting or leasing heavy equipment for mining, with operator;
- renting or leasing heavy construction equipment, with operators;
- renting or leasing air, rail, highway and water transportation equipment, with operators;
- leasing and providing loans to buyers of goods and equipment, or to vendors and dealers to finance their inventories;
- renting or leasing automobiles or trucks without operators;
- renting pleasure boats.
Office machinery and equipment rental and leasing
This industry comprises business units primarily engaged in renting or leasing office machinery and equipment.
Exclude:
- leasing and providing loans to buyers of goods and equipment, or to vendors and dealers to finance their inventories;
- renting consumer electronics and appliances
- renting or leasing residential furniture
Other commercial and industrial machinery and equipment rental and leasing (please specify)
This industry comprises business units not classified to any other industry, whose main activity is renting out or leasing commercial and industrial machinery and equipment.
Exclude:
- renting or leasing agricultural machinery and equipment, with operators;
- leasing and providing loans to buyers of goods and equipment, or to vendors and dealers to finance their inventories;
- renting home furniture;
- renting or leasing heavy equipment without operators (please see Construction, transportation, mining and forestry machinery and equipment
- rental and leasing (without operators) above);
- renting or leasing office machinery and equipment (please see Office machinery and equipment rental and leasing above).

• 1: Construction, transportation, mining and forestry machinery and equipment rental and leasing (without operators) (include oil and gas industrial equipment rentals; exclude rental/leasing of automobiles or light trucks, and pleasure boat rental)
• 2: Office machinery and equipment rental and leasing ( exclude consumer electronics, appliances, residential furniture)
• 3: Other commercial and industrial machinery and equipment rental and leasing ( include agricultural, industrial, commercial and audio-visual equipment)
  (please specify):
• 4: None of the above - Please call the contact telephone number on the cover page for further instructions.

B - Main business activity - Question identifier:3.

Is the sole purpose of this business unit to provide services to your parent company, an affiliated company or a professional practice?

If yes, please specify the name of the parent company or professional practice in the space provided.

• 1: yes, please provide the name of the company or professional practice
• 2: no

B - Main business activity - Question identifier:4.

Is this business unit engaged in sales financing?

Sales financing
Sales financing business units lend money to consumers and businesses for the purchase of goods and services, using a contractual instalment sales agreement, often either directly from, or through arrangements with, dealers of the products.
Include:
- acceptance companies of motor vehicle manufacturers and heavy equipment manufacturers;
- business units engaged in the purchase of instalment and credit card receivables.

• 1: yes
• 2: no

C - Reporting period information - Question identifier:1.

Please report information for your fiscal year (normal business year) ending between April 1, YYYY and March 31, YYYY. Please indicate below the period covered by this questionnaire.

• 1: Date from (YYYY MM DD) to (YYYY MM DD)

C - Reporting period information - Question identifier:2.

If the reporting period does not cover a full year, please check the reason(s) below:

• 1: seasonal operations
• 2: new business
• 3: change of fiscal year
• 4: change of ownership
• 5: ceased operations
• 6: temporarily inactive

Please provide a breakdown of your sales.

F - Industry characteristics - Question identifier:1.

Revenue from rental and/or operating lease agreements Report your gross revenue from the rental and/or operating lease of the following commercial and industrial machinery and equipment, without operator. Include payments for lease contracts in which the lessor is responsible for maintenance.

F - Industry characteristics - Question identifier:a)

Office machinery and equipment (e.g., computers and peripherals, office furniture)

F - Industry characteristics - Question identifier:b)

Machinery and equipment for:

F - Industry characteristics - Question identifier:i

Air

F - Industry characteristics - Question identifier:ii

Rail

F - Industry characteristics - Question identifier:iii

Water transportation

F - Industry characteristics - Question identifier:c)

Machinery and equipment for:

F - Industry characteristics - Question identifier:iv

Agriculture

F - Industry characteristics - Question identifier:v

Construction, mining and forestry

F - Industry characteristics - Question identifier:d)

Other commercial and industrial machinery and equipment for:

F - Industry characteristics - Question identifier:vi

Materials handling (e.g., fork lifts, cranes, industrial trucks, trolleys, stackers)

F - Industry characteristics - Question identifier:vii

Commercial and services (e.g., restaurant and refrigeration equipment, vending machines, audio-visual and theatrical equipment, traffic safety signage, laundry and dry cleaning, medical)

F - Industry characteristics - Question identifier:viii

Other industrial (e.g. metal working, manufacturing, sawmill, packaging, machine tools, pumps, compressors, welding equipment and internal and intermodal containers)

F - Industry characteristics - Question identifier:2.

Other machinery and equipment rentals (without operator) (e.g., trucks and other road transportation vehicles, travel trailers and campers, portable toilets, consumer goods rentals)

F - Industry characteristics - Question identifier:3.

Revenue from capital (financial) leases (include payments for lease contracts in which the lessee is responsible for maintenance of the vehicle, interest and principle)

F - Industry characteristics - Question identifier:4.

Labour charged to customers for repair and maintenance services (exclude parts and materials charged to customers; these elements are included on the next line)

F - Industry characteristics - Question identifier:5.

Sales of merchandise, including parts and materials charged to customers in the performance of repairs (include sales of all other non-rental items, food, beverages)

F - Industry characteristics - Question identifier:6.a)

Net gains or losses from disposal of previously rented and/or leased equipment

F - Industry characteristics - Question identifier:b)

Gross proceeds from disposal of previously rented and/or leased equipment

F - Industry characteristics - Question identifier:7.

Commissions revenue (include commissions earned from the sale of insurance, etc.)

F - Industry characteristics - Question identifier:8.

Other sales (include revenue from rental of real estate and miscellaneous service revenue) (please specify):

F - Industry characteristics - Question identifier:9.

Total sales (sum of questions 1 to 8; do not include question 6b)

G - Personnel - Question identifier:1.

Number of partners and proprietors, non-salaried (if salaried, report at question 2 below)

For unincorporated businesses, please report the number of partners and proprietors for whom earnings will be the net income of the partnership or proprietorship.

G - Personnel - Question identifier:2.

Paid employees

G - Personnel - Question identifier:a)

Average number of paid employees during the reporting period (see reporting guide)

To calculate the average number employed, add the number of employees in the last pay period of each month of the reporting period and divide this sum by the number of months (usually 12).
Exclude:
- partners and proprietors, non-salaried reported
at question 1 above.

G - Personnel - Question identifier:b)

Percentage of paid employees (from question 2a) who worked full time

Full-time employment consists of persons who usually work 30 hours or more per week. Please specify the percentage of paid employees who have been working full time by rounding the percentage to the nearest whole number.

G - Personnel - Question identifier:3.

Number of contract workers for whom you did not issue a T4, such as freelancers and casual workers (estimates are acceptable)

Contract workers are not employees, but workers contracted to perform a specific task or project in your organization for a specific duration, such as self-employed persons, freelancers and casual workers. These workers are not issued a T4 information slip. Please report the number of contract workers employed by your organization during the fiscal year.

Please provide a percentage breakdown of your sales by type of client.

H - Sales by type of client - Question identifier:1.

Clients in Canada

H - Sales by type of client - Question identifier:a)

Businesses

Percentage of sales sold to the business sector should be reported here.
Include:
- sales to Crown corporations.

H - Sales by type of client - Question identifier:b)

Individuals and households

Please report the percentage of sales to individuals and households who do not represent the business or government sector.

H - Sales by type of client - Question identifier:c)

Governments, not-for-profit organizations and public institutions (e.g., hospitals, schools)

Percentage of sales to federal, provincial, territorial and municipal governments should be reported here.
Include:
- sales to hospitals, schools, universities and public utilities.

H - Sales by type of client - Question identifier:2.

Clients outside Canada

Total: 100%

Please provide a percentage breakdown of your sales by client location (first point of sale).

• 1: Newfoundland and Labrador
• 2: Prince Edward Island
• 3: Nova Scotia
• 4: New Brunswick
• 5: Quebec
• 6: Ontario
• 7: Manitoba
• 8: Saskatchewan
• 9: Alberta
• 10: British Columbia
• 11: Yukon
• 12: Northwest Territories
• 13: Nunavut
• 14: Clients outside Canada (must equal question 2 in section H)

Total: 100%

J - International transactions

Exports - Question identifier:1.

Did you receive revenue from clients outside Canada for the export of goods, services, royalties, rights, licensing or franchise fees?

• 1: yes, complete questions 2, 3 and 4
• 2: no, go to question 5

J - International transactions

Exports - Question identifier:2.

Please report revenue received from exports. (Please report in Canadian dollars)

J - International transactions

Exports - Question identifier:3.

Please provide a percentage breakdown of exports by:

• a): goods
• b): services
• c): royalties, rights, licensing and franchise fees

Total: 100%

J - International transactions

Exports - Question identifier:4.

Please provide a percentage breakdown of exports by country:

• a): United States
• b): Mexico
• c): other countries (please specify):

Total: 100%

Imports - Question identifier:5.

Did you make payments to suppliers outside Canada for the import of goods, services, royalties, rights, licensing or franchise fees?

• 1: yes, complete questions 6, 7 and 8
• 2: no, go to next section

Imports - Question identifier:6.

Please report payments made for imports. (Please report in Canadian dollars)

Imports - Question identifier:7.

Please provide a percentage breakdown of imports by:

• a): goods
• b): services
• c): royalties, rights, licensing and franchise fees

Total: 100%

Imports - Question identifier:8.

Please provide a percentage breakdown of imports by country:

• a): United States
• b): Mexico
• c): other countries (please specify):

Total: 100%

Name of person to contact about this questionnaire:

• 1: Mr.
• 2: Mrs.
• 3: Miss
• 4: Ms

• 1: Last name
• 2: First name
• 3: Title
• 4: Telephone number
• 5: Extension number
• 6: Fax number
• 7: E-mail address
• 8: Website address

I certify that the information contained herein is complete and correct to the best of my knowledge.

• 1: yyyy mm dd

We invite your comments below. Please be assured that we review all comments with the intent of improving the survey.